SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)1,742,857,741.0
- RAUM (discretionary)1,705,799,967.0
- Actionable assets1,686,785,940.0
- Accounts (total)1,569.0
Institutional Clients
- Government AUM0.0
- Pension AUM288,596.0
- Charitable AUM243,881,857.0
- HNW AUM1,437,845,951.0